Senior Business Intelligence Developer

ABOUT US:
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.
Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the “Silicon Hills” of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates.


SUMMARY:

As a Senior Business Intelligence (BI) Developer, you will be critical in shaping Kestra’s evolution into a data-driven, insights-led organization. This position is responsible for developing enterprise-grade analytics solutions, mentoring junior team members, and partnering closely with business stakeholders to deliver strategic reporting aligned with corporate goals. You will drive the modernization of BI practices, influence data architecture decisions, and be a key contributor in advancing the company’s analytical maturity toward predictive and prescriptive analytics.


ESSENTIAL DUTIES AND RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty at a high level of proficiency:

Lead the design and implementation of scalable, maintainable BI solutions using modern tools such as Tableau, Power BI, and Looker to enable data-driven decision-making across the enterprise.

Partner with data engineering and governance teams to ensure high data quality, security, and stewardship standards are embedded into all reporting solutions.

Serve as a strategic analytics partner to business leaders across departments, translating complex business needs into effective metrics, KPIs, and actionable dashboards.

Mentor junior BI developers, conduct code reviews, and promote best practices in dashboard design, performance optimization, and data storytelling.

Apply advanced analytical logic, including window functions, LOD expressions, dynamic date aggregations, and time-series analysis to meet business reporting requirements.

Architect and optimize certified datasets and semantic layers to promote consistent self-service analytics across teams.

Contribute to strategic tool evaluations and drive the adoption of embedded analytics, AI-assisted insights, and natural language querying capabilities.

Champion data literacy initiatives and support the business's self-sufficiency with data tools and insights.

Participate actively in the full development lifecycle of BI products, including requirements gathering, design, development, testing, deployment, and documentation.

Lead or contribute to establishing BI standards and governance processes across the analytics stack.


KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, the individual should have the following skills and abilities:


Proven ability to translate business strategy into actionable data insights using modern BI tools and enterprise data platforms.

Strong hands-on experience with Snowflake, Azure Data Services, and/or Databricks.

Fluency in SQL, with expertise in complex joins, time-based logic, and performance tuning.

Advanced Tableau and Power BI knowledge, including calculated fields, parameter actions, custom aggregations, and row-level security.

Excellent communication skills with the ability to influence cross-functional stakeholders and present to executive audiences.

Strong understanding of data modeling, ETL workflows, and data warehousing concepts.

Experience guiding teams through Agile delivery, including backlog grooming, sprint planning, and demoing to stakeholders.

Naturally curious, analytical thinker passionate about mentorship, innovation, and continuous improvement.


SUPERVISORY RESPONSIBILITIES: None


EDUCATION AND/OR EXPERIENCE:

Bachelor’s degree in Data Science, Computer Science, Information Systems, Statistics, Engineering, or a related field.

8+ years of enterprise experience in BI development, analytics engineering, or a related data role.

Demonstrated leadership in cross-functional projects and mentoring of junior developers or analysts.

Experience with version control (e.g., Git), deployment automation, and BI DevOps workflows is a plus.

Financial Services experience is a plus

Tableau Cloud administration experience is a plus


CERTIFICATIONS, LICENSES, REGISTRATIONS:


Tableau, Power BI, or other BI platform certifications are strongly preferred.

Certifications with other BI software tools to be considered.


INTERNAL APPLICANT POLICY:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.


KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.